Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAlpha Cubed Investments, LLC
Latest Disclosed Ownership5,420 shares
Latest Disclosed Value $ 635,267
Alpha Cubed Investments, LLC reports 1.03% increase in ownership of DUK / Duke Energy Corporation

On February 3, 2026 - Alpha Cubed Investments, LLC filed a 13F-HR form disclosing ownership of 5,420 shares of Duke Energy Corporation (US:DUK) valued at $635,278 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 3, 2025 disclosing 5,365 shares of Duke Energy Corporation. This represents a change in shares of 1.03% during the quarter. The current value of the position is $656,037 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-03 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,420 55 1.03 635 -4.22 0.0217
2025-11-03 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,365 -149 -2.70 664 2.00 0.0231
2025-08-07 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,514 -34 -0.61 651 -3.85 0.0247
2025-04-30 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,548 5,548 677 0.0302
2025-01-17 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,764 -100.00 0 -100.00
2024-10-07 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,764 -1,325 -42.89 203 -34.30 0.0091
2024-07-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,089 -48 -1.53 310 1.98 0.0148
2024-04-23 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,137 -173 -5.23 303 -5.61 0.0158
2024-02-05 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,310 -456 -12.11 321 -3.31 0.0180
2023-10-19 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,766 -295 -7.26 332 -8.79 0.0223
2023-07-20 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,061 -97 -2.33 364 -9.23 0.0246
2023-04-27 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,158 -1,043 -20.05 401 -25.05 0.0290
2023-01-25 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,201 151 2.99 536 13.83 0.0405
2022-11-04 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,050 -6,196 -55.10 470 -61.03 0.0367
2022-07-22 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,246 1,528 15.72 1,206 11.15 0.0876
2022-04-22 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,718 4,363 81.48 1,085 93.06 0.0695
2022-01-19 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,355 790 17.31 562 26.29 0.0368
2021-10-26 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,565 97 2.17 445 0.91 0.0335
2021-07-20 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,468 278 6.63 441 9.16 0.0319
2021-04-23 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,190 -173 -3.97 404 1.25 0.0314
2021-01-29 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,363 516 13.41 399 17.01 0.0341
2020-10-14 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,847 230 6.36 341 17.99 0.0326
2020-07-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,617 -422 -10.45 289 -11.62 0.0316
2020-04-10 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,039 0 0.00 327 -11.14 0.0393
2020-01-17 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,039 -777 -16.13 368 -20.35 0.0379
2019-10-18 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,816 -1,912 -28.42 462 -22.22 0.0539
2019-07-19 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,728 55 0.82 594 -1.16 0.0688
2019-04-26 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,673 1,136 20.52 601 25.73 0.0728
2019-01-29 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,537 -6,347 -53.41 478 -51.37 0.0716
2018-10-25 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,884 6,889 137.92 983 148.86 0.1145
2018-07-26 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,995 -375 -6.98 395 -5.05 0.0509
2018-05-09 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,370 -599 -10.04 416 -17.13 0.0543
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,969 911 18.01 502 18.40 0.0655
2017-10-23 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,058 -692 -12.03 424 -11.85 0.0638
2017-07-27 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,750 1,316 29.68 481 32.14 0.0826
2017-05-02 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,434 4,434 364 0.0744
2016-08-12 2016-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 0 -4,552 -100.00 0 -100.00
2016-05-10 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,552 367 8.77 367 22.74 0.1120
2016-02-08 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,185 -457 -9.84 299 -9.94 0.0780
2015-11-09 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,642 790 20.51 332 22.06 0.0870
2015-08-03 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,852 586 17.94 272 20.89 0.0729
2014-03-07 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,266 3,266 225 0.0805
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.